Price list
At WealthWise Management, we offer a transparent pricing structure designed to ensure our clients receive exceptional value for our personalized financial services. Our pricing is tailored to meet the unique needs of individuals and families, reflecting the comprehensive nature of our wealth management solutions.
1. **Investment Management**: Our investment management services are offered at a competitive annual fee based on a percentage of assets under management. This fee typically ranges from 0.75% to 1.25%, depending on the portfolio size and complexity.
2. **Retirement Planning**: We provide retirement planning services at a flat fee starting at $1,500. This includes a detailed analysis of your retirement goals, savings strategies, and income projections.
3. **Estate Planning**: Our estate planning services begin at $2,000. This includes the creation of essential documents such as wills and trusts, along with comprehensive guidance on minimizing estate taxes and ensuring your wishes are fulfilled.
4. **Tax Optimization**: Our tax optimization strategies are offered as part of a comprehensive financial plan, with fees starting at $1,000. This service focuses on maximizing tax efficiency and identifying potential savings.
5. **Risk Management**: We assess your insurance needs and risk exposure for a starting fee of $800. This includes a thorough review of your current policies and recommendations for necessary coverage adjustments.
All our services are designed to provide personalized attention and expertise to help you achieve your financial goals. For a complete breakdown of our pricing and to discuss your specific needs, please contact us directly. We're here to guide you on your journey to financial security and prosperity.
Investment Management
950.00 USD
Retirement Planning Consultation
600.00 USD
Estate Planning Services
1700.00 USD
Tax Optimization Review
550.00 USD
Risk Management Assessment
350.00 USD
Financial Education Workshops
450.00 USD
Address
1806 Belle St
San Francisco, CA 94129
Contact
601-601-0723
T.chatfield@managementbywealthwise.com